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Invesco S&P 500 Momentum ETF
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Overview Fund Activity

382 hedge funds and large institutions have $3.38B invested in Invesco S&P 500 Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 81 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+35
Holders Change %
+10.09%
% of All Funds
5.19%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.35%
New
86
Increased
195
Reduced
81
Closed
40
Calls
$2.16M
Puts
$1.43M
Net Calls
+$726K
Net Calls Change
+$774K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$557M
2
LPL Financial
LPL Financial
California
$331M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$122M
4
UBS Group
UBS Group
Switzerland
$57M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$40.7M

Top Sellers

1
SMG
Smart Money Group
Texas
$492K
2
AWE
Avidian Wealth Enterprises
Texas
$1.6M
3
FGA
Fortis Group Advisors
New Jersey
$15.3M
4
FIS
Fischer Investment Strategies
California
$1.69M
5
IAA
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
226
TownSquare Capital
Utah
$751K +$512K +5,534 +214%
WIA
227
World Investment Advisors
California
$749K +$320K +3,457 +74%
TAM
228
TCP Asset Management
Ohio
$739K -$3.52K -38 -0.5%
CF
229
Claris Financial
Virginia
$735K – – –
ASN
230
Advisory Services Network
Georgia
$733K -$125K -1,353 -15%
WFS
231
WealthGarden F.S.
California
$732K -$29.2K -316 -4%
WP
232
WealthPLAN Partners
Nebraska
$705K +$19.5K +211 +3%
GM
233
GeoWealth Management
Illinois
$689K -$880K -9,506 -56%
OFS
234
OneAscent Financial Services
Alabama
$671K +$94.8K +1,024 +16%
JWCA
235
J.W. Cole Advisors
Florida
$650K +$93.5K +1,011 +17%
WPC
236
Wedmont Private Capital
Pennsylvania
$642K +$67.5K +752 +12%
PCA
237
Prosperity Capital Advisors
Ohio
$638K -$2.2M -23,653 -78%
PSCM
238
Per Stirling Capital Management
Texas
$625K -$3.05K -33 -0.5%
CAG
239
Csenge Advisory Group
Florida
$604K +$64.7K +733 +12%
FFA
240
Farther Finance Advisors
California
$603K +$559K +5,995 +1,267%
CPL
241
CAP Partners LLC
Tennessee
$599K +$62.4K +674 +12%
RIP
242
RAM Investment Partners
Washington
$569K – – –
SWM
243
Spire Wealth Management
Virginia
$563K +$300K +3,238 +114%
SPI
244
Sutton Place Investors
New York
$546K -$7.31K -79 -1%
AWA
245
Alta Wealth Advisors
Massachusetts
$534K +$37.2K +402 +7%
CWA
246
Clearview Wealth Advisors
Oregon
$534K +$534K +5,771 New
LFAS
247
Level Four Advisory Services
Texas
$529K +$529K +5,714 New
SOS
248
Silver Oak Securities
Tennessee
$506K +$506K +5,486 New
SMG
249
Smart Money Group
Texas
$492K -$23.2M -250,286 -98%
SAM
250
Synergy Asset Management
Washington
$491K -$631K -6,817 -56%
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